Functional Consultant (P&C Insurance)
Role Overview: As a Functional Consultant, you will serve as the critical link between business needs and technical execution, helping customers translate complex underwriting workflows into scalable, AI-powered solutions. This is a highly visible, high-impact role for someone who enjoys both problem-solving and building-combining strong business analysis skills with a consultative, solution-oriented mindset. You will partner closely with customers from discovery through go-live and beyond, ensuring solutions are not only delivered-but drive measurable business outcomes.
The Functional Mindset: We're looking for someone who brings the best of both Business Analysis and Functional Consulting:
- Structured in discovery: Able to clearly gather, document, and validate requirements with precision
- Solution-oriented: Moves beyond analysis to define and deliver practical, scalable solutions
- Comfortable with ambiguity: Navigates evolving requirements and finds a path forward
- Focused on outcomes: Constantly thinking about speed to value and business impact
You don't just document what is-you help design what should be.
What You'll be Doing
Business & Solution Analysis
- Lead discovery sessions to understand underwriting workflows, data structures, and business goals
- Translate requirements into clear functional designs, user stories, and solution specifications
- Challenge assumptions and recommend improvements aligned to industry best practices
Solution Design & Configuration
- Design and configure solutions within the Convr platform, including underwriting rules, submission triage, and AI decisioning workflows
- Partner with Engineering to ensure solutions are scalable, efficient, and aligned to customer needs
Implementation & Delivery
- Drive end-to-end implementation activities from onboarding through go-live
- Manage priorities, timelines, and risks using tools like Jira
- Ensure a smooth transition from design to execution with a strong focus on quality and speed
User Acceptance Testing (UAT)
- Plan and lead UAT cycles with business and technical stakeholders
- Manage defect tracking, gap analysis, and resolution
- Ensure readiness for production deployment
Customer Engagement & Value Realization
- Act as a trusted advisor to customers, identifying opportunities to improve workflows and outcomes
- Partner with Customer Success to drive adoption and long-term value
- Continuously look for ways to optimize and expand how customers use the platform
Experience Requirements
- Bachelor's degree in Business, Information Systems, Computer Science, or related field
- 3-5+ years of experience in Functional Consulting, Business Analysis, or Implementation roles within SaaS or enterprise software
- Strong experience in Commercial P&C Insurance and understanding of the underwriting lifecycle (submission through quote)
- Proven ability to translate business requirements into functional solutions
- Experience supporting software implementations, including UAT and go-live
- Excellent communication skills with the ability to work across business and technical teams
- Proficiency with tools like Excel and Jira (or similar)
- Familiarity with data structures, SQL, or AI-driven platforms (A Plus)
Benefits & Compensation
- Remote work opportunities
- Flexible Paid Time Off
- Company Paid Holidays
- Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
- 401K
- Paid Parental Leave
